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Client Operations Associate Jobs in Pennsylvania

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Pennsylvania

Client Operations Associate information

See Pennsylvania salary details

$11

$26

$53

How much do client operations associate jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for client operations associate in Pennsylvania is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $30.38 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What are the most commonly searched types of Client Operations jobs in Pennsylvania? The most popular types of Client Operations jobs in Pennsylvania are:
Client Operations Associate jobs near you
Associate, Client Advisory

Associate, Client Advisory

Pathstone

Conshohocken, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

CompanyDescription: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Conshohocken, PA office.
JobDescription: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.
Key Responsibilities:
  • Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
  • Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
  • Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
  • Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.

Qualifications:
  • Bachelor's degree is required.
  • Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Proactive, detail-oriented and understands time-sensitive issues.
  • Strong verbal and written communication skills.
  • Skill with PC and Microsoft Office suite, particularly Excel.
  • Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
  • Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.
  • Enjoys learning and growing and is motivated to take on new challenges.
  • Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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